机器狗B2

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中报大考在即,机器人百倍市盈率与10倍股迎业绩“验真”时刻
Di Yi Cai Jing· 2025-07-28 10:56
消息面上,上周末的世界人工智能大会上,人形机器人扎堆现身,成为"C位"担当,家用机器人、工业 机器人、服务型机器人等产品展示层出不穷。展台上,宇树科技、智元机器人的新品纷纷亮相,宇树带 来了机器狗"B2",智元机器人则展示了工业物流、商业服务、家居、科研教育、文娱表演等应用场景 的情况,大会展出的多种类人形机器人展示刺激了资金的炒作情绪。 机器人板块个股平均市盈率(TTM)已达106倍,估值高高在上将面临业绩验证。 机器人炒作如火如荼。7月28日,机器人、PEEK材料概念震荡走强,多股涨超10%。截至收盘,机器人 指数收涨0.26%,报8441.76点,收盘点创下历史新高。 盘面上最具热度的是上纬新材(688585.SH),7月28日该股再度涨停,自7月9日复牌14个交易日以来11 次涨停,累计暴涨近919%,年涨幅超1000%,成为2025年首只10倍股。截至收盘,上纬新材股价报 79.27元,总市值320亿。业内分析认为,上纬新材短时间涨幅巨大有多方面因素:被智元机器人借壳、 机器人产业催化事件不断、实际流通盘较小。 机器人板块年内反复炒作后,个股平均市盈率(TTM)已达106倍,随着A股本周进入中报披露 ...
宇树科技王兴兴:目前大模型生成编程对女性程序员更友好
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-27 11:47
Company Overview - Yuzhu Technology is a prominent player in the humanoid robot sector, gaining significant attention at the 2025 World Artificial Intelligence Conference in Shanghai [1] - The company has transitioned from high-performance robotic dogs to humanoid robots due to strong market demand for general-purpose robots [1] Industry Growth - The robotics industry in China is experiencing exponential growth, with an average growth rate of 50% to 100% expected in the first half of this year across both complete machine manufacturers and component suppliers [1] - From 2024 onwards, the industry is projected to see the daily introduction of one new robot product, with a significant majority of robots in the market being Chinese brands [1] Technological Advancements - There have been breakthrough advancements in AI programming, with a notable improvement in the success rate of AI-generated code compared to the previous year [1] - Current AI models can effectively generate programming content based on textual instructions, enhancing the development of software and applications [1] Product Showcase - During the World Artificial Intelligence Conference, Yuzhu Technology showcased its G1 series humanoid robots and various robotic dogs, attracting significant attention and engagement at their exhibition booth [2] - The company recently announced a lightweight consumer-grade humanoid robot, the R1, priced at 39,900 yuan (approximately 5,600 USD) [2]